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            Define Forecast Managers and Their Subordinates

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            Define Forecast Managers and Their Subordinates

            The forecasts hierarchy is a nested, expandable list of forecast managers and subordinates that determines how forecasts roll up within your company and who can view and adjust them. The forecast hierarchy is based on the user role hierarchy, or the territory hierarchy if territory forecasts are enabled. To ensure that everyone has access to the forecasts they need, keep your forecast hierarchy up to date.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Professional (role-based forecast hierarchy only), Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales

            If you plan to use role-based forecasts, do the following to ensure everyone can see their forecasts.

            • Set up your user role hierarchy.
            • Assign a forecast manager to the top level of the forecast hierarchy.
            • Verify that each sales manager with subordinates is designated as a forecast manager.

            If you plan to use territory forecasts, assign a forecast manager to every territory for which you want to show rolled-up forecasts.

            1. From Setup, in the Quick Find box, enter Forecasts Hierarchy, and then select Forecasts Hierarchy.
            2. To see the available roles, click Expand All.
            3. Click Enable Users, and then move users between the Available Users and Enabled Users lists. If you enabled a user page to allow forecasting, the user’s name appears in the Enabled Users list.
            4. To select a forecast manager for each manager role in the role-based hierarchy, click Assign Manager or Edit Manager next to the role, and then select a name from the Forecast Manager dropdown list.
            5. Save your changes.
            6. If you’ve enabled territory forecasts, assign forecast managers to territories.

            As roles or users change in your company, be sure to update the forecast hierarchy to reflect the correct forecast managers. If a user assigned as a forecast manager is deactivated or removed from Salesforce, or is removed from a role or territory, forecast numbers don't roll up correctly.

            See Also

             
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